{knowhow} Show terms and conditions page in Dynamics 365 Portals

Show terms and conditions page in Dynamics 365 Portals

With the new version of Dynamics 365 Portals, it is now possible to enable General Data Protection Regulations (GDPR) in portals.

You can throw up company terms and conditions page when a user is authenticated to the portal. Let’s follow the below steps

To start with Navigate to Portals –>  Content Snippets

Check for the below content snippets. If its already there, don’t create. Duplicate records may lead to improper functioning.

Snippet 1:  Account/Signin/TermsAndConditionsHeading

This is the header of your terms and conditions page. I Set the value – “Custom Terms and Conditions”.

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Snippet 2: Account/Signin/TermsAndConditionsCopy

This is the body of your terms and conditions  and you can place your HTML stuff in here.

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Snippet 3: Account/Signin/TermsAndConditionsAgreementText

This is the text which is usually displayed beside the checkbox in the terms and condition page, usually at the bottom of the page.

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Snippet 4: Account/Signin/TermsAndConditionsButtonText

The text of the button in the terms and conditions page.

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Now we are done with four basic settings. However just putting in these settings won’t enable the terms and conditions for your portal. There is another site setting that you need to create if not already created.

Go to Portals –> Site Settings and create the below setting. In most of the cases it will be there already and you may just need to switch the flag from false to true. Don’t create duplicate settings

Authentication/Registration/TermsAgreementEnabled. It is a Boolean flag which indicates whether terms and conditions are enabled for your portal. Set it a value of true.

There is another site setting that you need to lookout for. Authentication/Registration/TermsPublicationDate. It’s a date value which determines from which date is the terms and conditions applicable. If any user who has logged in to the portal and he/ she has not accepted the terms and conditions after the date specified, the user would be asked to Agree the moment they sign in.

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To identify when a contact has accepted the terms and conditions, there is a field in contact which captures this value. It’s called Portal Terms Agreement Date.

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Hope this helps! Happy CRMing.

 

Debajit Dutta

(Dynamics MVP)

For training/ consulting/ utilities – please visit our website – www.xrmforyou.com or write to us at info@xrmforyou.com

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side.

Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com

Author of multiple tools on codeplex including the ‘Role Based Views’ and ‘CRM-Sharepoint Metadata manager & Attachment Extractor’ which are available for commercial use under XrmForYou.com

For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

Published at Mon, 09 Jul 2018 06:18:35 +0000

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